A detailed history of Heritage Wealth Advisors transactions in Discover Financial Services stock. As of the latest transaction made, Heritage Wealth Advisors holds 366 shares of DFS stock, worth $72,285. This represents 0.0% of its overall portfolio holdings.

Number of Shares
366
Previous 493 25.76%
Holding current value
$72,285
Previous $64,000 20.31%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$123.41 - $144.72 $15,673 - $18,379
-127 Reduced 25.76%
366 $51,000
Q1 2024

May 08, 2024

SELL
$97.0 - $131.09 $2,134 - $2,883
-22 Reduced 4.27%
493 $64,000
Q4 2023

Feb 09, 2024

BUY
$80.49 - $112.57 $1,770 - $2,476
22 Added 4.46%
515 $57,000
Q2 2023

Dec 12, 2024

BUY
$92.44 - $117.9 $11,739 - $14,973
127 Added 34.7%
493 $57,000
Q2 2023

Aug 09, 2023

SELL
$92.44 - $117.9 $2,033 - $2,593
-22 Reduced 4.27%
493 $57,000
Q1 2023

May 04, 2023

SELL
$92.24 - $119.0 $553 - $714
-6 Reduced 1.15%
515 $50,000
Q4 2022

Dec 12, 2024

BUY
$90.8 - $108.78 $29,146 - $34,918
321 Added 160.5%
521 $50,000
Q4 2022

Feb 06, 2023

BUY
$90.8 - $108.78 $29,146 - $34,918
321 Added 160.5%
521 $50,000
Q3 2022

Dec 12, 2024

SELL
$90.92 - $110.47 $15,092 - $18,338
-166 Reduced 45.36%
200 $18,000
Q2 2022

Aug 04, 2022

BUY
$89.53 - $120.58 $16,115 - $21,704
180 Added 900.0%
200 $19,000
Q4 2020

Feb 01, 2021

BUY
$58.91 - $90.53 $1,178 - $1,810
20 New
20 $2,000
Q1 2020

May 05, 2020

SELL
$25.25 - $85.85 $1,313 - $4,464
-52 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$75.17 - $86.7 $3,908 - $4,508
52 New
52 $4,000

Others Institutions Holding DFS

About Discover Financial Services


  • Ticker DFS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 273,225,984
  • Market Cap $54B
  • Description
  • Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; private student loans, personal loans, home loans, an...
More about DFS
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